The $700 Billion+ Opportunity In the Technology Sector

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We conducted an analysis, as of November 30, 2016, of companies included in the Russell 3000 Information Technology Sector to reverse engineer the market’s expectations for cash flows as reflected in each company’s total enterprise value.

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Danger Zone: Rydex Energy Services Fund

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Within the Energy sector, Rydex Energy Services Fund stands out as being particularly bad. Despite its own recent run of strong price performance, this fund receives our Very Dangerous rating.

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Large Cap Blend Style 1Q17: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

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All Cap Value Style 1Q17: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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All Cap Growth Style 1Q17: Best and Worst

The All Cap Growth style ranks seventh out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.

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All Cap Blend Style 1Q17: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 1Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.

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ICYMI: Model Portfolios Outperform In 2016 & DOL Fiduciary Rule Webinar on 2/2

In case you missed it, here’s what happened at New Constructs this past week.

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This Industrials Mutual Fund Earns Its Fees

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In eight of past nine quarters, the Industrials sector has ranked within the top three in our Sector Rankings for ETFs and Mutual Funds. Within the sector, we have identified a particularly attractive fund that traditional fund research overlooks.

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DOL Fiduciary Rule Webinar: The Biggest Solution as Featured by Michael Kitces

Join us for a live webinar with CEO David Trainer to learn more about our unique solution and our Open Letter to the DOL.

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Style Ratings For ETFs & Mutual Funds: 1Q17

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At the beginning of the first quarter of 2017, only the Large Cap Blend and All Cap Blend styles earn an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.

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New Stocks on Safest Dividend Yield Model Portfolio: January 2017

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10 new stocks make our Safest Dividend Yield Model Portfolio this month. January’s Safest Dividend Yield Model Portfolio was made available to members on 1/20/17.

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Our Model Portfolios Outperform & Protect Investors In 2016

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Through 2016, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups.

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Michael Kitces Features Our “Guidelines for Due Diligence”

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Michael Kitces (@MichaelKitces), leading voice in the financial advisory industry, recently featured our MarketWatch op/ed in his recommended weekend reading and in a tweet.

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1Q17 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. These rankings are forward looking and are indicative of how each sector should perform going forward.

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Utilities Sector 1Q17: Best and Worst

The Utilities sector ranks seventh out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Telecom Services Sector 1Q17: Best and Worst

The Telecom sector ranks ninth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Materials Sector 1Q17: Best and Worst

The Materials sector ranks eighth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Information Technology Sector 1Q17: Best and Worst

The Information Technology sector ranks third out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Industrials Sector 1Q17: Best and Worst

The Industrials sector ranks second out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Health Care Sector 1Q17: Best and Worst

The Health Care sector ranks sixth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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